LC

Lindbrook Capital Portfolio holdings

AUM $1.08B
1-Year Est. Return 10.14%
This Quarter Est. Return
1 Year Est. Return
+10.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$605M
AUM Growth
-$43.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,935
New
Increased
Reduced
Closed

Top Buys

1
+$23.6M
2
+$11.8M
3
+$3.22M
4
AAPL icon
Apple
AAPL
+$3.05M
5
RPAR icon
RPAR Risk Parity ETF
RPAR
+$1.9M

Top Sells

1
+$2.38M
2
+$1.84M
3
+$1.69M
4
DBGI
Digital Brands Group
DBGI
+$1.37M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$1.06M

Sector Composition

1 Financials 18.89%
2 Technology 11.63%
3 Healthcare 5.08%
4 Consumer Discretionary 3.93%
5 Energy 3.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1376
$8K ﹤0.01%
1,116
-825
1377
$8K ﹤0.01%
248
1378
$8K ﹤0.01%
54
+5
1379
$7K ﹤0.01%
2,804
-589
1380
$7K ﹤0.01%
168
+46
1381
$7K ﹤0.01%
644
+580
1382
$7K ﹤0.01%
164
+152
1383
$7K ﹤0.01%
330
+11
1384
$7K ﹤0.01%
402
1385
$7K ﹤0.01%
430
1386
$7K ﹤0.01%
154
+75
1387
$7K ﹤0.01%
1,631
+452
1388
$7K ﹤0.01%
241
-1,817
1389
$7K ﹤0.01%
148
+28
1390
$7K ﹤0.01%
582
1391
$7K ﹤0.01%
521
1392
$7K ﹤0.01%
97
+11
1393
$7K ﹤0.01%
223
+19
1394
$7K ﹤0.01%
+200
1395
$7K ﹤0.01%
68
+10
1396
$7K ﹤0.01%
620
+508
1397
$7K ﹤0.01%
10
1398
$7K ﹤0.01%
252
+206
1399
$7K ﹤0.01%
213
+108
1400
$7K ﹤0.01%
147
+26
54 55
56
57 58